Re: [CANSLIM] Holy Smokes

From: "Winston Little" <wlittle1@peoplepc.com>
Subject: Re: [CANSLIM] Holy Smokes
Date: Mon, 15 Jul 2002 15:54:29 -0400
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Rocky:
At bottom DJIA was -436.It recovered to about -100 at 3:50pm.
Anger and fear were more common on the trading floor according to some
reports.

While the INDICES  experienced large down drafts certain issues such as HBHC
up $3.45, CCMP up $2.87, INVN up $2.75, QLGC up $2.08 went the opposite way.
It all depends on where you want to jump on the train ( as it goes over the
cliff, or round the bend) depending on your perspective.

- ----- Original Message -----
From: "Rocky Sanghvi" <rs@mylodestar.com>
To: <canslim@lists.xmission.com>
Sent: Monday, July 15, 2002 2:21 PM
Subject: RE: [CANSLIM] Holy Smokes


> Tom,
>
> While I am writing - Dow is down 375 points, Nasdaq 45 and S&P 31.   Just
> out of curiosity, would you add to your positions that you initiated this
> morning?
>
> Rocky
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
> Sent: Sunday, July 14, 2002 9:17 PM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] Too Much Building
>
>
> some of the construction I see around here in the past few years is
> replacing older stores with newer ones, often in better locations. Publix
> grocery store tore down and replaced two of their stores near me in the
same
> location, but that meant some loss of business. Walgreens drug store
> renovated one store, but built a new one, then closed one older one in a
> shopping center (I believe they own the new, stand alone ones).
>
> ----- Original Message -----
> From: "zillagirl" <zillagirl@email.msn.com>
> To: <canslim@lists.xmission.com>
> Sent: Sunday, July 14, 2002 9:14 PM
> Subject: Re: [CANSLIM] Too Much Building
>
>
> could it be they need some kind of tax write off , or exspense charge.
Its
> strange that it seems to span all types of business and areas.  Its like
> they found something that is working for them right now and everybody is
> using it. Dont know much about accounting so maybe I'm wrong. Cant help be
> suspicious after all thats going on with the auditors and CEO problems.
> ----- Original Message -----
> From: "Kent Norman" <kent_norman@yahoo.com>
> To: <canslim@lists.xmission.com>
> Sent: Sunday, July 14, 2002 9:47 AM
> Subject: Re: [CANSLIM] Too Much Building
>
>
> > Does anyone remember the apartment building boom? I think it was in the
> > late '80s ? I remember driving past one project after another, Several
> > friends made the same comment to the effect of "I can't see why they
> > are still building when the can't fill the ones they already have".
> > Then I watched as several projects were boarded up and it took about 10
> > years for the demand to catch up.
> >
> > Now In the Dallas/Fort Worth area, we have a Wallgreens and Eckerd on
> > opposite corners similar to the way gas stations once were. Home Depot
> > and Lowes are playing a similar game. I have 3 HDs and 2 Lowes within
> > about a 6 mile radius. I went to the Lowes last night that is further
> > from my house just because it has fewer shoppers at the checkouts and I
> > don't have to wait in line.
> >
> > Regards
> > Kent Norman
> >
> >
> > --- Tom Worley <stkguru@bellsouth.net> wrote:
> > > I can comment on Miami (FL). Construction is still vibrant, even with
> > > unemployment over the national average. Roads continue to be ripped
> > > up, and already congested traffic further disrupted, as more and more
> > > fiber optic cable continues to be laid. A Home Depot is being built
> > > only about 4 miles from my home, will save me the longer trip to one
> > > about 9 miles or so away. Location seems to me ideal, lots of
> > > apartment and high value residential properties nearby.
> > >
> > > ----- Original Message -----
> > > From: Alicia Lensing
> > > To: canslim@lists.xmission.com
> > > Sent: Sunday, July 14, 2002 11:04 AM
> > > Subject: Re: [CANSLIM] Too Much Building
> > >
> > >
> > > Gene:
> > >
> > > I, too, notice this in Dallas,  and thought perhaps it was in part
> > > due to the ravages of the telecom corridor in Richardson.  However,
> > > just last evening, we entertained a guest from Miami, as well as one
> > > from NYC, and the subject of consumer spending arose.  I feel like
> > > the situation you mention is not confined to Dallas.  Perhaps all the
> > > refinane money has been spent, and shoppers are pulling in the reins.
> > >
> > > Alicia
> > >   ----- Original Message -----
> > >   From: Gene Ricci
> > >   To: canslim@lists.xmission.com
> > >   Sent: Saturday, July 13, 2002 9:52 PM
> > >   Subject: [CANSLIM] Too Much Building
> > >
> > >
> > >   I've been looking around the Dallas area and all I see is opening
> > > of new stores and malls. Of course the old ones are empty. An example
> > > is COSTCO.... they have 2 stores about 7 miles apart and virtually
> > > brand new... both have more help than customers. Looks like to thirst
> > > for market share hasn't taken a back seat to profits. This 'glut'
> > > reminds of the gas station on every corner, not too long ago. Is it
> > > just Dallas or is this happening all over?
> > >
> > >   Gene
> > >
> >
> >
> > =====
> > Opportunities always look bigger going than coming.
> >
> > __________________________________________________
> > Do You Yahoo!?
> > Yahoo! Autos - Get free new car price quotes
> > http://autos.yahoo.com
> >
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